A focused executive check-in to align your leadership team, diagnose retention blockers, and create a clear roadmap for the next 90 days.
Your Sales team thinks it's a handoff problem. Customer Success thinks it's a product issue. Product thinks it's an onboarding gap. Meanwhile, customers are quietly evaluating alternatives.
The truth? It's probably all three—and none of them. Without a shared diagnostic framework, you're treating symptoms while revenue leaks continue.
Customer Growth Planning brings your leadership team together for a focused executive session that diagnoses the real issues, aligns on priorities, and creates a clear 90-day action plan.
Before the session, we review your current metrics, customer data, and team dynamics to identify potential leaks and misalignments.
Facilitated session with your CRO, VP of Sales, VP of Customer Success, and key product/ops leaders. We diagnose, prioritize, and align.
Within 48 hours, you receive a documented playbook with specific actions, owners, and timelines for the next quarter.
Identify the top 3 revenue leaks in your business—handoff gaps, value realization issues, or silent churn risks.
Create shared language and metrics across Sales, CS, and Product so everyone is rowing in the same direction.
Identify 2-3 quick wins you can implement in the first 30 days to build momentum and demonstrate ROI.
We review your metrics, customer health data, and current processes. You'll receive a pre-session questionnaire to help frame the conversation.
Full-day facilitated session with your leadership team. We diagnose revenue leaks, align on root causes, and prioritize solutions together.
You receive a comprehensive 90-day action plan with specific initiatives, owners, success metrics, and timelines.
One month after implementation, we can reconvene for a progress check and course correction if needed.
This engagement is designed for B2B SaaS companies at $10-100M ARR who know they have retention and expansion issues but need clarity on where to start.
It's perfect for leadership teams who are not yet aligned on the root causes of their retention challenges and need a structured diagnostic process.
If you already know your specific leaks and are ready for hands-on implementation, consider our Farm to Scale OS™ Pillar Sprint or Farm to Scale Projects instead.
Limited to 4 engagements per quarter
Traditional consultants spend weeks or months in discovery before delivering recommendations. Customer Growth Planning is a focused, high-intensity diagnostic that delivers actionable insights in days, not months. We use our proprietary Revenue Leak Assessment framework to quickly identify the top 3 issues blocking your growth.
Ideal participants include: CRO, VP of Sales, VP of Customer Success, Head of Product (or PM lead), and Head of Operations/RevOps. The goal is cross-functional alignment, so representation from Sales, CS, and Product is essential.
Yes. While in-person workshops are ideal for team building, we've successfully facilitated remote sessions via Zoom. The key is ensuring all participants are fully present (cameras on, distractions minimized) for the full day.
That's exactly what our Pillar Sprint or Customer Growth Projects are designed for. Many clients start with Planning to diagnose, then move to implementation support.
Typically 2-3 weeks from initial conversation to workshop date. This allows time for pre-work, scheduling, and data review. If you have urgency, we can sometimes accommodate expedited timelines.
Customer Growth Planning gives you the clarity and alignment you need to transform retention from a problem into a predictable growth engine.
Limited to 4 engagements per quarter